Alejandro M. Jerez

561-869-6434

Heritage Financial Consultants, LLC

Alejandro M. Jerez is a CERTIFIED FINANCIAL PLANNER™ practitioner with Heritage Financial Consultants, LLC in Miami, Florida. Alejandro has been a registered representative of Lincoln Financial Advisors since 2012 and joined Heritage Financial Consultants in March 2018. He is committed to offering individualized solutions for his clients based on their unique circumstances, goals, and vision. His main areas of focus are financial planning for businesses and individuals with regards to retirement, investments, legacy planning, charitable giving and insurance.

EDUCATION AND CERTIFICATIONS

  • Bachelor of Science in Economics, The Wharton School at the University of Pennsylvania
  • Magna Cum Laude, The Wharton School at the University of Pennsylvania
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • FINRA Series 7 & 66 registered
  • Licensed for Life, Health and Annuities
  • Securities licensed in Florida, Indiana and New Jersey

PROFESSIONAL BACKGROUND

Alejandro joined Lincoln Financial Advisors in 2012 as part of the Leadership Preparation Program’s adviser development track, a highly competitive program which is designed to accelerate participants’ professional development. During his time in the leadership program he worked as an Associate for Lincoln Financial Advisors and at Heritage Financial Consultants as a Client Relationship Manager to Brian Gracie. Following the Leadership Preparation Program, Alejandro served as a President at a wealth advisory firm in Boca Raton. He continues to serve as a mentor for aspiring advisors in the Leadership Preparation Program. Today, Alejandro leads the Miami office for Heritage Financial Consultants.

COMMUNITY INVOLVMENT

  • Board Member and Treasurer, Chile – US Chamber of Commerce, Miami

ON A PERSONAL NOTE

Alejandro was born in Chile and moved to the United States when he was almost three years old. He has remained an active member in the Chilean community and as a part of the Chile U.S. Chamber of Commerce he works to grow the group’s membership through networking events and partnerships. Alejandro is also an advocate for Special Needs research and works with adult day training center, WOW Center Miami, to support and serve adults with developmental disabilities. He and his family have raised over $50,000 for the learning center in conjunction with the WOW Center Miami’s annual fashion show fundraiser. When he isn’t working or volunteering in the community, Alejandro likes to travel, play basketball & tennis, and spend time with his family.

MAIN SERVICE AREAS

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Risk Management Strategies
  • Estate/Tax Planning
  • Insurance Strategies